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The Clairmont Automotive Report
Friday, November 6, 2026
Issue calendar
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In this issue
Each item is a short take. Open a story for the full summary, sources and any chart.
Tesla planned to wind down Texas Cybertruck production, Toyota priced the RAV4 and Tundra, Group 1 reported softer F&I results, and financing costs kept adding up.
Auto industry
Tesla to wind down Cybertruck output in Texas
Tesla plans to wind down Texas Cybertruck production around mid-2027 for Cybercab capacity. It has not confirmed a new truck production site.
Read the full summary →2027 RAV4 hybrid starts at $32,300
Toyota priced the 2027 RAV4 hybrid from $32,300 and plug-in from $42,100. Their arrival dates differ.
Read the full summary →2027 Tundra priced from $42,890
The 2027 Tundra starts at $42,890 with new equipment and a Trailhunter package, due at dealers this fall.
Read the full summary →BMW cuts auto margin outlook again
BMW cut its full-year auto margin outlook again while keeping its automotive free-cash-flow target.
Read the full summary →Hyundai recalls 37,901 for airbag software
Hyundai recalled 37,901 vehicles for software that may deactivate airbags and pretensioners. Dealers will update affected vehicles free.
Read the full summary →Audi weighs $3B second phase for Georgia plant
Audi is considering a $3 billion Georgia expansion, Reuters reports. The second phase remains a possibility, not confirmed dealer supply.
Read the full summary →Jeep shows Wrangler Scrambler SRT concept at SEMA
Jeep unveiled a CJ-8-inspired Wrangler Scrambler SRT concept at SEMA, with independent front suspension and reversible rear seats.
Read the full summary →F&I
Group 1 F&I revenue falls 10.4% in Q3
Group 1's F&I revenue fell more than consolidated income per deal. Its U.S.-only per-unit figure covers a different scope.
Read the full summary →Financing costs keep lifting the all-in price
Lifetime loan interest remains sharply above 2019 levels. The selling price alone does not show the full borrowing cost.
Read the full summary →CarMax pushes CAF Tier 2 and protection plans
CarMax is pairing Tier 2 lending and protection plans with long-term growth goals. Those goals are not completed gains.
Read the full summary →